CAPITAL Investment is a MUST for practice growth and stability.  A professional practice is your lifeline - and adequate access to capital is critical to sustaining that lifeline.  Access to capital can come in a variety of forms:

• Traditional loans
• Practice acquisition loans
• Equipment loans
• Lines of credit
• Debt re-financing, and
• Specialty programs. 

Proactive Patient Services process involves a five   step process to gain the information needed to address your capital needs and our recommendations to secure these funds:

(Client stories - access to capital)

Step One:
Proactive Patient Services’ senior business consultant, Karen Carr-Crawford begins with an  initial review of your current business position whereby business growth goals are first identified. 

Step Two:
The next step involves careful documentation of “Use of Funds” to help identify the best sourcing for the capital need. Credit and collateral sources are reviewed.

Step Three:
Business revenue projections are prepared for the requisite two- years - business revenue projections must reflect both income and expense tied to loan acquisition.

Step Four:
A well documented business plan is also prepared with a full marketing plan and management overview.  

Step Five:
The last step is to carefully “package” the loan documents with all requisite information and additional documentation as required by the recommended lender.

While each program type offers unique value, the best selection is based on your specific business goals.  Proactive Patient Services can assist you in this critical phase of securing capital to adequately fund your business and practice needs.

RETURN TO BUSINESS PLANS

Access capital and secure the right loan to get started on your roadmap to success! 
We’re proven business and marketing professionals.
Call: 562.924.7072 or email us.